Rushmore Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Rushmore Investment Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$10.6M	Buy	+226,484	New	+$10.4M	2.15%	10

Other funds holding IJS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Rushmore Investment Advisors's IJS Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2013: 226,484 shares worth $10.6M. The stake represents 2.15% of the portfolio and ranks #10 among its holdings.

188 funds tracked by Wall St. Rank hold IJS as of Q2 2013.

Rushmore Investment Advisors held 226,484 shares of iShares S&P Small-Cap 600 Value ETF worth $10.6M as of Q2 2013.
iShares S&P Small-Cap 600 Value ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares S&P Small-Cap 600 Value ETF made up 2.15% of Rushmore Investment Advisors's portfolio in Q2 2013, its #10 holding.
188 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.